We are seeking a dedicated and experienced Financial Virtual Assistant to support a thriving company in the plumbing, air conditioning, and electrical services industry. This fully remote position offers the opportunity to play a crucial role in managing our daily financial operations, data integrity, and system workflows.
The ideal candidate will bridge the gap between field service operations and backend accounting by leveraging specialized industry software to ensure absolute accuracy and operational efficiency.
Systems Integration: Seamlessly manage workflows between ServiceTitan and QuickBooks Online, ensuring accurate batching, invoice syncing, and database reconciliation.
Accounts Payable: Oversee full-cycle AP processes, including field-vendor invoice verification, expense classification, and purchase order tracking.
Accounts Receivable: Manage trade and residential AR duties, converting field jobs to finalized invoices, tracking payment statuses, and supporting collection efforts.
Core Accounting Support: Perform daily financial data entry, assist with monthly bank and credit card reconciliations, and maintain pristine, audit-ready financial records.
Payroll Administration: Support payroll workflows by auditing technician timesheets, tracking commission/bonus structures within ServiceTitan, and organizing accurate records.
Document Management: Maintain a secure, highly organized digital archiving system for all contracts, receipts, permits, and financial compliance documents.
Industry Software Mastery: Proven, hands-on experience navigating a CRM and QuickBooks Online is preferred.
Professional Experience: 3+ years of progressive experience in a finance administration, bookkeeping, or specialized accounting support role.
Niche Knowledge: Prior experience working with residential or commercial trade services (Plumbing, HVAC, or Electrical) is highly preferred.
Technical Proficiency: Advanced command of Microsoft Office Suite (especially Excel pivot tables and formulas) and secure cloud storage tools.
Core Competencies: Exceptional attention to numerical detail, high organizational skills, and the ability to work autonomously with sensitive financial data.
Employment Type: Contractor
Hours: Full-time; availability during US business hours required
Flexibility: Occasional availability outside standard hours may be required
Status: Independent contractor; no company-provided equipment
Benefits: This role does not include company-provided benefits or paid leave
Taxes: Contractor is responsible for their own taxes and statutory contributions
Payroll: Payments issued according to the company's standard contractor payroll schedule
Department: Operations
Role: Virtual Assistant
Locations: Philippines, Brazil, Mexico
Remote Status: Fully Remote
